Herald Investment Management Ltd
Q3 2025 13F Holdings
- Locationlondon, X0
- Num holdings
94
- Value ($000)
$750,745
- Date Filed11/07/2025
- Form type13F-HR
- CIK0001512022
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CLS Celestica Inc | COM | 15101Q207 | $82.49 M | 11 % | 335,000 | ||
Fabrinet | COM | G3323L100 | $53.15 M | 7 % | 145,600 | ||
PEGA Pegasystems Inc | COM | 705573103 | $40.44 M | 5 % | 703,600 | ||
SIMO Silicon Motion Technology Corp | ADR | 82706C108 | $36.40 M | 5 % | 384,906 | ||
Super Micro Computer Inc | COM | 86800U302 | $34.49 M | 5 % | 719,500 | ||
VRNS Varonis Systems Inc | COM | 922280102 | $25.49 M | 3 % | 443,500 | ||
ARLO Arlo Technologies Inc | COM | 04206A101 | $21.65 M | 3 % | 1,277,000 | ||
RADWARE Ltd | COM | M81873107 | $17.87 M | 2 % | 675,000 | ||
DSG Descartes Systems Group Inc/The | COM | 249906108 | $17.42 M | 2 % | 185,000 | ||
Tower Semiconductor Ltd | COM | M87915274 | $14.31 M | 2 % | 198,000 |
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